CPA Virtual AI Summit

AI can boost productivity, automate tasks, make judgments, and develop strategies, and the pressure on finance teams and the organizations they serve to embrace it is growing stronger every day. This session presents best practices and lessons learned about how to use AI responsibly. We will review the core concepts of AI — machine learning, reasoning models and AI agents — and then spend the bulk of our time on data privacy, ethics and the development of guidelines and policies to govern the use of these technologies within an organization.

CPE Credit: Information Technology — 1.5

The rapid proliferation of AI presents unparalleled opportunities for efficiency and innovation, yet it often triggers significant organizational resistance. Get equipped with essential change management strategies to successfully integrate AI into your operations, transforming skepticism into enthusiastic adoption. We'll explore common sources of resistance to AI — from fear of job displacement to concerns about data ethics — and provide actionable frameworks for proactive communication, stakeholder engagement and skill development. Drawing on practical examples, you'll learn how to build a culture of readiness, ensuring your teams are not just prepared for AI, but eager to leverage its full potential.

Credit: Information Technology — 1.5

Discover how AI — particularly generative AI and large language models — is revolutionizing the accounting profession. Gain insights into the latest advancements from industry leaders like OpenAI and Microsoft CoPilot, and understand critical security and privacy considerations. We will also discuss practical AI applications that enhance personal efficiency and accounting processes. Join us to stay ahead of the curve and ensure your organization leverages AI responsibly while maintaining data integrity.

Credit: Information Technology — 1.5

This session is designed to you understand and evaluate practical applications of artificial intelligence within the finance function. Gain insight into emerging AI tools, explore real-world use cases, and learn how to assess opportunities for implementation in your own organization.

Credit: Information Technology — 1.5

This panel discussion will explore how various organizations have successfully implemented AI. We’ll delve into real-world examples and practical strategies. Learn from their unique experiences, discover how they’ve overcome common implementation challenges, and gain valuable insights for your own AI initiatives.

Credit: Information Technology — 1.5

Attend this on-demand ethics course on your schedule at no additional charge.

The rapid evolution of artificial intelligence (AI) is reshaping industries, including accounting, with profound implications for professionals and firms. This Virginia Board of Accountancy-approved ethics course on responsible AI for the accounting profession explores the integration of AI in accounting, emphasizing ethical principles like transparency, accountability, privacy and fairness. The course offers a comprehensive overview of AI technologies, their applications in streamlining processes, and improving decision-making within the profession. It also addresses the challenges of regulatory compliance, data privacy and mitigating risks such as bias and security breaches. Through real-world case studies, you will gain insights into resolving ethical dilemmas, ensuring responsible AI usage, and fostering trust with clients and stakeholders.

By completing this course, you will develop strategies to navigate the complexities of AI governance and regulation, create robust frameworks for ethical decision-making, and adopt sustainable practices to balance innovation with responsibility. Designed for accounting professionals at all levels, this course equips learners with the tools to harness AI's potential while upholding the profession's ethical standards, ensuring compliance with legal obligations, and contributing to a more inclusive and accountable AI future.

Credit: Regulatory Ethics — 2

Attend this on-demand ethics course on your schedule at no additional charge.

The CPA profession in Virginia, like in many other states, is governed by a complex framework of laws, regulations and ethical standards. As a CPA, you are expected to adhere to these guidelines, maintain the highest level of professional integrity, and act in the public interest.

This Virginia Board of Accountancy (VBOA)-approved ethics course is designed to provide you with a comprehensive understanding of the regulatory and ethical landscape of the accounting profession in Virginia. We will explore the key principles of professional ethics, the role of the VBOA, and the specific regulations that govern the practice of public accounting in the state.

Credit: Regulatory Ethics — 2

Attend this on-demand ethics course on your schedule at no additional charge.

This Virginia Board of Accountancy-approved ethics course provides a thorough exploration of ethical principles, challenges and best practices essential to the accounting profession. You will gain a deep understanding of the AICPA Code of Professional Conduct, including its guiding principles of integrity, objectivity and independence. The course highlights key ethical frameworks, such as managing conflicts of interest, safeguarding client confidentiality, and responding to noncompliance with laws and regulations (NOCLAR). Explore real-world scenarios and case studies that illustrate common ethical dilemmas accountants face, and obtain practical strategies for navigating these situations while upholding professional standards.

You will also learn how to apply professional skepticism, maintain independence when providing non-attest services, and manage risks associated with ethical conflicts. The course emphasizes the importance of fostering a culture of ethics within firms and explores updates to tax standards and reporting requirements. By the end of the course, you will be equipped with the knowledge and tools to address ethical challenges effectively, ensuring your practice aligns with professional expectations and public trust.

Credit: Regulatory Ethics — 2